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Event Registration - Career Chat: Investment Management in a Private Wealth Context

Thursday, December 09, 2021
12:00 PM - 1:00 PM Eastern Standard Time
Career Chat: Investment Management in a Private Wealth Context

Engage with CFA Society Boston for our Career Chat: Investment Management in a Private Wealth Context, featuring board member Will Krause, CFA, Senior Portfolio Manager at Northern Trust.  In this session we will discuss the Private Wealth investment management models, their recent evolution, and various career trajectories within this expertise.  We look forward to a lively Q+A and networking session for those that are interested in the intersection of private wealth and investment management!

Speaker Bios

Will Krause is a Senior Portfolio Manager in Northern Trust’s Wealth Management practice.  Over his career he has held numerous financial advisory roles, advising both private wealth and non-profit clientele on investment management, financial planning, and matters relating to trusts and estates.  He earned his Certified Financial Analyst (CFA) Charter and is a subject matter expert on sustainable investing.

Will is a graduate of Harvard University, and is passionate about his service to the community.  He is a member of the Board of Directors and the Finance Committee of the International Institute of New England (IINE).  He also established IINE’s investment fund, and currently sits as co-chair of its Investment Committee.  IINE is a 100-year old non-profit that creates opportunities for refugees and immigrants to succeed in their new environment in New England. 

He is also focused on closing the financial literacy gap.  He is co-chair of the CFA Boston Financial Literacy Initiative, a volunteer program that partners with local organizations to teach financial concepts to their constituents.  He is a founding board member of the Financial Literacy Network, an international body of CFA Charterholders looking to harness the scope and reach of the CFA society network to promote improvements in global financial literacy.

Finally, Will is a member of the Advisory Board of Boston’s Institute of Contemporary Art.

Members | Complimentary
Non Members | Complimentary

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